WORKSHOPS & SEMINARS
Gain peace of mind about your financial future through expert-led workshops and seminars.
At Surity Advisors, we believe that knowledge is the foundation of confidence—especially when it comes to your financial future. Our workshops and seminars are designed to give you the clarity and insight you need to make informed decisions about retirement, investments, and long-term planning. Instead of wondering what comes next, you’ll walk away empowered, educated, and ready to take the next step with confidence.
Employer
Our employer workshops are designed to help you clearly understand and effectively communicate your company’s 401(k) plan and core benefits to your employees. We guide you in explaining these benefits in a way that’s clear and approachable, helping your team feel informed and valued. By educating your employees, you boost morale, increase engagement, and strengthen your position as a responsible employer—while also helping protect your business from potential legal risks.
Educator
We offer specialized workshops for educators that provide clear, practical guidance on understanding their 403(b), pension plans, and available benefits. These sessions are designed to break down complex information into easy-to-understand steps, helping teachers and school staff feel confident about their financial choices. We also provide education on how to maximize each paycheck, build long-term wealth, and plan effectively for retirement—empowering educators to take control of their financial future.
Nonprofit
Our workshops for nonprofits are tailored to help board members, staff and donors better understand their 403(b) retirement plans, benefits, and important protections like Errors & Omissions (E&O) liability coverage. Whether you're looking to get clarity, revamp your current offerings, or explore new options, we’re here to guide you. We’ll review your existing benefits, offer strategic recommendations, and can even help you set up a 403(b) or other investment plans—ensuring your organization is well-informed and well-prepared for the future.
